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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-05
OR RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-02-05
  • OR RA
    APPROVED
    Since 2025-03-31

Branch Locations

Portland, OR • United States

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Hays KS 06/2019 09/2022
Fort Hays State University Hays KS 08/2017 05/2019
Gella's Diner And Lb Brewing Hays KS 11/2018 05/2019
Mariner Wealth Advisors Overland Park KS 05/2018 08/2018
Jd's Country Style Chicken Hays KS 05/2010 08/2018
Fort Hays State University Hays KS 08/2012 12/2017
Fort Hays State University Hays KS 01/2018 05/2019
Raymond James Financial Services Advisors, Inc. Hays KS 03/2021 09/2022
Fidelity Investments Beaverton OR 02/2023 Present
Unemployed Hays KS 10/2022 12/2022
Unemployed Beaverton OR 01/2023 02/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 09/2022
    Raymond James Financial Services, Inc.
    Hays, KS
  • 08/2017 → 05/2019
    Fort Hays State University
    Hays, KS
  • 11/2018 → 05/2019
    Gella's Diner And Lb Brewing
    Hays, KS
  • 05/2018 → 08/2018
    Mariner Wealth Advisors
    Overland Park, KS
  • 05/2010 → 08/2018
    Jd's Country Style Chicken
    Hays, KS
  • 08/2012 → 12/2017
    Fort Hays State University
    Hays, KS
  • 01/2018 → 05/2019
    Fort Hays State University
    Hays, KS
  • 03/2021 → 09/2022
    Hays, KS
  • 02/2023 → Present
    Fidelity Investments
    Beaverton, OR
  • 10/2022 → 12/2022
    Unemployed
    Hays, KS
  • 01/2023 → 02/2023
    Unemployed
    Beaverton, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-18
  • S66 Uniform Combined State Law Examination
    2021-03-18

View on SEC IAPD

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